Setting up Your Legacy File

Make it easy for your loved ones to locate the documents they'll need when the time comes with a Legacy File that includes the following:

  • Duplicate Copy. If you create a duplicate copy of your Legacy File for your executor and for a safe deposit box, you should provide contact and location information.
  • Finances. Provide a list of bank accounts, CDs, mutual funds, and other investments with institution names, account names, and account numbers.
  • Funeral Instructions. Provide details about your wishes for the funeral service, funeral home, burial arrangements.
  • Important Documents. Create a “catch all” file for all other important documents your family may need such as birth certificates, Social Security cards, titles, etc.
  • Insurance. Create a single file with all insurance information – including auto, home, life, health, disability, etc. List the company name, policy numbers, and contact information.
  • Monthly Budget. Include a copy of your monthly budget to help your family keep track of bills and run your household once you are gone.
  • Passwords. If you’re like most people, you have probably have a large and growing list of passwords, usernames, and PIN numbers for your bank accounts, web sites, voicemail, and more. Make a list of these important access codes in a single file.
  • Spiritual WillA "love letter" from you expressing your love for Christ and your family, and communicating your values, life lessons, and beliefs.
  • Tax Returns. It is recommended that you keep up to 7 years of tax returns on file in the event that you are audited by the IRS. This precaution will spare your family from a lot of unnecessary hassle if you are no longer around.
  • Will. A signed copy of your Will, including information about guardianship, beneficiaries, executor, power of attorney, financial accounts, and charitable interests.

Source: Selected concepts based on the Legacy Drawer at

Faith and Family Resources:

This information is not intended as legal, accounting or other professional advice. For assistance in charitable planning, consult an attorney for legal advice or the services of a qualified professional.